AdvisorCRM Releases AI Assistant Tool

Advisor CRM has launched Beacon, an AI assistant integrated directly into the CRM platform.

Beacon is compatible with AI platforms like ChatGPT, Perplexity, Gemini, and Claude, and embeds AI into an advisor’s existing workflow and security infrastructure.

“Advisors often spend too much time toggling between systems, pulling client data, updating notes, and drafting communications, which slows them down and increases risks of sensitive information being mishandled,” said Ryan Borer, managing partner at Advisor CRM. “Beacon brings that work into a secure, centralized environment, turning real advisor data into finished output and freeing up time to focus on what matters most: their clients.”

“Beacon is a game-changer for advisors, offering a seamless blend of intelligence, security, and productivity,” said Abbie Sheridan, CEO of Advisor CRM. “It empowers advisors to transform their data into actionable insights without compromising on privacy or efficiency.”